Barclays Says a Tesla-SpaceX Merger Could Be Announced Before December
Barclays says the deal would hinge on shareholder approval and could create vertical integration across Tesla’s vehicles, chips and SpaceX’s AI businesses.
- On October 14, 2026, Barclays analyst Dan Levy wrote that a potential merger between Tesla and SpaceX could be announced before Tesla's annual general meeting, which must occur by December 6.
- Vertical integration of AI technologies and supply chains drives the rationale for a combination, as Elon Musk noted Tesla overlaps "on so many fronts with SpaceX" in their operations.
- Combined, the two companies are worth about $3.5 trillion, with SpaceX's $2.07 trillion market value effectively making it the acquirer over Tesla's $1.45 trillion valuation in any potential deal.
- Roughly 11 per cent of votes in Tesla's 2025 AGM were 'Broker non-votes,' which effectively count as 'Against' votes, complicating shareholder approval for any combination.
- Neither Tesla nor SpaceX has confirmed or filed any merger agreement, and the December 6 deadline leaves little time for necessary board approvals and regulatory filings.
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Wall Street buzzing over potential SpaceX-Tesla merger in wake of ‘flying’ car demo
Elon Musk’s unveiling of a new “flying” Tesla on a SpaceX site this week has observers buzzing about an out-of-this-world merger between the two companies, with Kalshi bettors putting the odds of such a combo at over 50% for early next year.
STOCK MARKET: Tesla-SpaceX merger odds rise on Kalshi
Following a Barclays note Wednesday that outlined what a merger between Tesla and SpaceX could look like, prediction market traders increased the odds of an integration above 50% for early 2027. Odds of a merger happening before March jumped to 56% by Friday morning, up from 29%. Odds for an integration before April and May climbed to similar levels. The contract asks, “When will Tesla and SpaceX merge?” and will be verified by news outlets and …
Tesla, known for its electric vehicles, and SpaceX, a rocket and satellite company, have already collaborated. Both are controlled by Elon Musk
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